BAKER TILLY WEALTH MANAGEMENT, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1840565
MADISON, WI
Position in LPLA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$312,946
+$27,459 QoQ
Shares Held
1,111
+17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#516
of 761 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,509,581 across 4 Capital Markets names. LPLA ranks #3 (20.7% of the industry book) .
All Filings in LPLA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,946 | 1,111 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $285,487 | 949 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $327,882 | 918 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $304,411 | 915 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $273,728 | 730 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||